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October 10th, 2018 |

Volatility has reappeared, but don’t lose focus

Recently, the equity markets have experienced some notable fluctuations – a sharp contrast from the steady upward climb we saw in 2017. Today,…

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October 3rd, 2018 |

Debt after death – know what you owe and what you don’t

Almost everyone dies owing at least some debt. Sometimes it’s only last month’s ordinary bills plus final medical expenses. But there can be…

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August 27th, 2018 |

Personal 401K Plan Statement

IRS letter likely to increase use of student loan repayment options

Plan sponsors interested in helping employees deal with student loan debt as part of their defined contribution plans got a positive signal from…

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August 14th, 2018 |

More than 1 million people default on their student loans each year

More than 1 million student loan borrowers each year go into default.

Outstanding education debt in the U.S. has tripled over the last decadeĀ and…

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July 31st, 2018 |

Woman Working

Why do women retire early and miss maximum benefits?

Based on current life expectancy tables, a typical girl born in the United States today will most likely live until she is almost…

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July 11th, 2018 |

Education

New Limited Time Options for GET Account Owners

During the 2018 Legislative Session, the Legislature enacted Senate Bill 6087, which provides new account options and additional benefits for GET customers who…

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June 14th, 2018 |

Percenatges 180614

The Fed dials up interest rates by 0.25%

The quarter-point hike sets the target rate between 1.75 percent and 2 percent.

As expected, the Federal Open Market Committee (FOMC) raised short-term interest…

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May 3rd, 2018 |

The realities of remarriage

A new union can and should change your financial picture.

For a variety of reasons, second (or third) marriages are becoming the norm. With…

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March 20th, 2018 |

Study Abroad

Studying abroad with 529 plans

Consider whether this savings account can help cover your international education costs.

While in school, many students take the opportunity to study abroad in…

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February 26th, 2018 |

Cardinal in snow

The Unofficial Guide to the American Snowbird

Yearning for warmer winters? Think about what it’d mean to leave your nest – temporarily – and establish a new one.

A different breed…

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